Page Comparison

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1. To view historical invoices, select a customer in the Customer Hub.

2. Select the Invoicing tab.

3. The following display-only invoice information is available: 

   • Source: Displays Service or Job as the source of the invoice.

   • Service Call/Job: Displays the service call ID or the job number.

   • Invoice Number: Displays the invoice number.

   • Invoice Type: Displays Invoice or Credit Memo.

   • Invoice Amount: Displays the dollar amount of the invoice.

   • Invoice Date: Displays the date the invoice was created.

   • Bill To Customer/Customer Name/Location: Displays the Bill To information associated with the invoice.

   • Description: Displays the description that was entered on the invoice.

4. Right-click on a historical invoice to viewand select:

   1. Job Detail: Right-click on a job invoice and select View Job Detail Details to open a display-only view of the job details with tabs for the cost codes and subcontractors.

   2. Service Call: Right-click on a service invoice and select View Service Call. The Service Call window opens on the Schedule tab.